Podcast Episodes

Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG

Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to discuss Bragg Gaming (NASDAQ: BRAG / TSX: BRAG), a global B2B content-driven iGaming technology provider. On November 2…

Published on 2 years ago

Chris DeMuth's State of the Markets November 2023

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this November 2023 edition, Chris provides his take on the opacity and aggression of the FTC, how he is thinking about…

Published on 2 years ago

YAVP AMA hosted by Caro-Kann Capital's Artem Fokin

Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast to do a fun AMA, not as a guest, but putting his hosting skills to the test and interviewing YAVP host, Andrew Walker.

Published on 2 years ago

MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE merger trial

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast for the first time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger trial that …

Published on 2 years, 1 month ago

Chris DeMuth's State of the Markets October 2023

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this October 2023 edition, Chris provides his take on problems and opportunities in biotech, tax loss selling, closed-…

Published on 2 years, 2 months ago

Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry

Jonathan Boyar, President of Boyar Research, returns to the podcast for the fourth(!!) time to discuss his thesis on Topgolf Callaway Brands (NASDAQ: MODG) and how it is growing an entire industry.

S…

Published on 2 years, 2 months ago

Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading Companies

Daye Deng, Co-Founder and Editor of the Value Punks newsletter on Substack, joins the podcast to discuss his articles that are deep dives on Japanese Trading Companies and why Warren Buffett invested…

Published on 2 years, 2 months ago

Bill Chen on why the opportunity exists right now in publicly-traded Real Estate

Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to provide his latest insights on what's happening in publicly-traded real estate market, private r…

Published on 2 years, 2 months ago

HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

Harris Perlman, Principal at HSP Capital, joins the podcast to discuss his thesis on Seneca Foods Corporation (NASDAQ: SENEA), one of North America’s leading providers of packaged fruits and vegetabl…

Published on 2 years, 2 months ago

Chris DeMuth's State of the Markets September 2023

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this September 2023 edition, Chris provides his take on Amazon FTC case, Scultpor Capital Management bid, monthly anti…

Published on 2 years, 2 months ago